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Financial Gravity Companies’s MasterBrand MBC Stock Holding History

Financial Gravity Companies’s Portfolio MBC Stock Details MBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.65K Buy
+160
New +$1.37K ﹤0.01% 779
2025
Q2 		$1.75K Buy
+160
New +$1.77K ﹤0.01% 764
2024
Q4 		$2.34K Buy
+160
New +$2.73K ﹤0.01% 748

Other funds holding MBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RCM
Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

Financial Gravity Companies's MBC Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in MasterBrand (MBC) in Q2 2026: 160 shares worth $1.65K. The stake represents ﹤0.01% of the portfolio and ranks #779 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MBC as recently as Q2 2025.

Financial Gravity Companies first reported a position in MBC in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.34K in Q4 2024. 348 funds tracked by Wall St. Rank hold MBC as of Q2 2026.

  • Financial Gravity Companies held 160 shares of MasterBrand worth $1.65K as of Q2 2026.
  • MasterBrand was a new Financial Gravity Companies position in Q2 2026.
  • MasterBrand made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #779 holding.
  • Financial Gravity Companies first reported a position in MasterBrand in Q4 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's MasterBrand position peaked at $2.34K in Q4 2024.
  • 348 funds tracked by Wall St. Rank held MasterBrand as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.